# CMSO Pro vs Private Client Services

The clearest difference is update cadence: CMSO Pro at every 3 months against Private Client Services's every 26 months. Private Client Services's advantage is review sentiment (50% vs 35%). On price, ads, in-app purchases and monetization model there is nothing between them.

Both are free to download. Neither carries in-app purchases, so what you see is what you pay.

CMSO Pro ships an update every 3 months, Private Client Services every 26 months. The most recent releases landed on September 26, 2026 and September 19, 2026 respectively.

## The numbers

| Metric | CMSO Pro | Private Client Services |
| --- | --- | --- |
| Price | Free | Free |
| Rating | — | **[4.1 (11 ratings)](https://appshunter.io/ios/app/private-client-services/id1528067380/reviews)** |
| Number of ratings | — | **11** |
| Positive reviews | 35.0% of reviews | **50.0% of reviews** |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Every 3 months** | Every 26 months |
| Monetization | Free | Free |
| Size | 140 MB | 56 MB |
| Requires iOS | **16.0** | 17.0 |
| Devices | iPhone | **iPhone, iPad** |
| Age rating | 4+ | 4+ |
| Developer | [Crédit Mutuel Arkéa](https://appshunter.io/developer/323122391) | [The Capital Group Companies Inc.](https://appshunter.io/developer/1454038881) |

## What reviewers say

### CMSO Pro

[App page](https://appshunter.io/ios/app/cmso-pro/id947916569)

Manage your professional accounts and make online payments securely. This app allows you to view your finances in real-time, track transactions, and communicate with your advisor. It offers easy login and instant transfers for business management.

**Highlights:** Real-time financial overview, Secure advisor messaging, Instant transfers, Virtual payment service, Transaction management, Facial recognition login

**Features:** Apple Wallet, Vision Pro support

**In-app purchases:** none


### Private Client Services

[App page](https://appshunter.io/ios/app/private-client-services/id1528067380)

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

**Highlights:** Secure Multi-Factor Authentication, Comprehensive account overview, Investment results and holdings, Recent transactions, Research insights, Team contact information

**Features:** Vision Pro support

**In-app purchases:** none


## Frequently asked questions

### Is CMSO Pro free?

CMSO Pro is free to download, with no in-app purchases.

### Is Private Client Services free?

Private Client Services is free to download, with no in-app purchases.

### Do CMSO Pro or Private Client Services have ads?

Neither CMSO Pro nor Private Client Services shows ads.

### Which is updated more often, CMSO Pro or Private Client Services?

CMSO Pro ships an update every 3 months, and Private Client Services every 26 months. Most recently, CMSO Pro was updated on September 26, 2026 and Private Client Services on September 19, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*